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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,990 | $157,829-79.1% | $136,867-75.9% | $198,609-83.4% |
| Participation rate | 88.9% | 77.2%+11.7pp | 74.5%+14.3pp | 82.4%+6.5pp |
| Annual return | 52.20% | 51.25%+1.0pp | 42.97%+9.2pp | 202.70%-150.5pp |
| Employer contribution / active EE | $4,621 | $3,923+17.8% | $3,547+30.3% | $5,055-8.6% |
| Participant deferral / active EE | $7,118 | $5,463+30.3% | $4,924+44.6% | $6,977+2.0% |
| Admin fee / account holder | $1,324 | $11,107-88.1% | $10,340-87.2% | $19,030-93.0% |